As of the latest SEC filings, WMRK 2022-WMRK (WMRK) is held by 17 institutional funds. The largest fund shareholder is American Balanced Fund (CLBAX), holding an estimated $57,378,348.65 in market value, representing 0.02% of its portfolio.
Funds holding WMRK 2022-WMRK (WMRK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WMRK
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.02% | $57,378,348.65 | 57,245,025 | Mar 31, 2026 | May 28, 2026 |
|
BBBMX
BBH Limited Duration Fund
|
MF | Independent / Boutique | 0.17% | $17,538,659.09 | 17,494,889 | Apr 30, 2026 | Jun 26, 2026 |
|
CBOAX
Intermediate Bond Fund of America
|
MF | Independent / Boutique | 0.06% | $17,464,303.30 | 17,280,576 | Feb 28, 2026 | Apr 27, 2026 |
|
CAAFX
Short-Term Bond Fund of America
|
MF | Independent / Boutique | 0.12% | $15,281,596.91 | 15,120,832 | Feb 28, 2026 | Apr 27, 2026 |
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.01% | $13,351,631.88 | 13,320,608 | Mar 31, 2026 | May 28, 2026 |
|
CMBKX
American Funds Multi-Sector Income Fund
|
MF | Capital Group / American Funds | 0.06% | $12,922,008.84 | 12,891,983 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.01% | $12,299,098.78 | 12,241,174 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Asset Allocation Fund
|
ETF | Capital Group / American Funds | 0.02% | $5,011,684.25 | 5,000,039 | Mar 31, 2026 | May 28, 2026 |
|
CANAX
American Funds Strategic Bond Fund
|
MF | Capital Group / American Funds | 0.01% | $2,887,242.17 | 2,880,533 | Mar 31, 2026 | May 28, 2026 |
|
CGCP
Capital Group Core Plus Income ETF
|
ETF | Independent / Boutique | 0.02% | $1,443,183.28 | 1,439,829 | Mar 31, 2026 | May 28, 2026 |
|
ENIAX
SIIT OPPORTUNISTIC INCOME FUND
|
MF | Independent / Boutique | 0.28% | $1,221,703.87 | 1,211,521 | Feb 28, 2026 | Apr 28, 2026 |
|
SBSTX
Western Asset Short-Term Bond Fund
|
MF | Franklin Templeton | 0.38% | $907,469.44 | 905,360 | Mar 31, 2026 | May 28, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.02% | $879,375.33 | 874,744 | Mar 31, 2026 | May 27, 2026 |
|
FUSI
American Century Multisector Floating Income ETF
|
ETF | American Century | 2.23% | $508,325.71 | 502,978 | Feb 28, 2026 | Apr 29, 2026 |
|
CGMS
Capital Group U.S. Multi-Sector Income ETF
|
ETF | Independent / Boutique | 0.01% | $361,234.21 | 360,395 | Mar 31, 2026 | May 28, 2026 |
|
ILMBX
VOYA LIMITED MATURITY BOND PORTFOLIO
|
MF | Voya | 0.08% | $219,195.52 | 218,686 | Mar 31, 2026 | Jun 1, 2026 |
|
CGSD
Capital Group Short Duration Income ETF
|
ETF | Independent / Boutique | 0.01% | $180,617.10 | 180,197 | Mar 31, 2026 | May 28, 2026 |
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